Position in WU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$651,226
-$819,708 QoQ
Shares Held
84,575
-49.8% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#163
of 479 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026HSBC HOLDINGS PLC holds $4,576,891,377 across 29 Credit Services names. WU ranks #20 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
6,844,824 | $2,348,390,659 | |
| 2 | MA |
Mastercard Inc
|
1,656,528 | $850,792,779 | |
| 3 | AXP |
American Express Co
|
1,568,240 | $530,457,177 | |
| 4 | COF |
Capital One Financial Corp
|
2,031,811 | $407,621,917 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
3,240,287 | $139,915,590 | |
| 6 | SYF |
Synchrony Financial
|
1,765,813 | $134,290,075 | |
| 7 | BFH |
Bread Financial Holdings, Inc.
|
907,458 | $98,323,073 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
1,218,499 | $21,847,686 |
All Filings in WU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $651,226 | 84,575 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,470,934 | 168,492 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $4,848,543 | 520,789 | Shares | Sole | 2026-03-06 | |
| 2025-09-30 | $1,293,676 | 161,912 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $197,279 | 23,430 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $285,415 | 26,977 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $296,046 | 27,929 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $352,757 | 29,569 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $456,024 | 37,318 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,462,565 | 247,680 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $13,176,629 | 1,105,422 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $10,090,778 | 765,613 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $839,714 | 71,587 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $26,747,042 | 2,398,838 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $32,841,874 | 2,385,031 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $23,613,741 | 1,749,166 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $32,482,823 | 1,972,242 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $33,658,068 | 1,796,055 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $35,013,015 | 1,962,613 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $45,106,734 | 2,230,798 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $31,241,610 | 1,360,105 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $31,620,825 | 1,282,272 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $28,755,067 | 1,310,623 | Shares | Defined | 2021-02-25 | |
| 2020-09-30 | $26,547,053 | 1,238,780 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $23,753,849 | 1,098,698 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $11,790,553 | 650,334 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||